Terry Smith · Fundsmith Investment Services Ltd.
| Period: | Q1 2025 |
| Portfolio date: | Mar 31, 2025 |
| No. of stocks: | 27 |
| Portfolio value: | $7.1B |
Viewing historical Q1 2025 data. Holdings + moves reflect that quarter — not current.← Back to latest
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| META · Meta Platforms, Inc. | 10.32 | Reduce 15.53% | 1,268,556 | $576.36 | $731,144,936 | $609.63 | +5.77% | $520.26 | $796.25 |
| SYK · Stryker Corporation | 9.42 | Reduce 6.04% | 1,793,767 | $372.25 | $667,729,766 | $285.47 | -23.31% | $284.95 | $404.87 |
| MSFT · Microsoft Corp. | 9.38 | Reduce 14.77% | 1,771,071 | $375.39 | $664,842,343 | $415.06 | +10.57% | $356.28 | $555.45 |
| PM · Philip Morris Intl Inc. | 7.71 | Reduce 4.67% | 3,440,395 | $158.73 | $546,093,898 | $170.99 | +7.72% | $142.11 | $191.30 |
| V · Visa, Inc. | 6.96 | Reduce 8.73% | 1,407,355 | $350.46 | $493,221,633 | $318.79 | -9.04% | $293.89 | $375.51 |
| ADP · Automatic Data Processing In | 6.69 | Reduce 9.82% | 1,551,219 | $305.53 | $473,943,941 | $213.00 | -30.29% | $188.16 | $329.93 |
| WAT · Waters Corp. | 6.32 | Reduce 0.74% | 1,215,834 | $368.57 | $448,119,937 | $355.13 | -3.65% | $275.05 | $414.15 |
| IDXX · Idexx Labs Inc. | 5.06 | Reduce 1.23% | 854,359 | $419.95 | $358,788,062 | $560.11 | +33.38% | $496.61 | $769.98 |
| MAR · Marriott Intl Inc. New | 5.05 | Reduce 0.25% | 1,501,216 | $238.20 | $357,589,651 | $353.18 | +48.27% | $253.56 | $380.00 |
| PG · Procter And Gamble Co. | 4.69 | Reduce 4.95% | 1,951,624 | $170.42 | $332,595,762 | $146.42 | -14.08% | $137.62 | $170.99 |
| CHD · Church & Dwight Co. Inc. | 4.51 | Reduce 0.38% | 2,904,272 | $110.09 | $319,731,304 | $93.44 | -15.12% | $81.33 | $106.04 |
| GOOGL · Alphabet Inc. | 4.38 | Reduce 0.18% | 2,005,585 | $154.64 | $310,143,664 | $400.71 | +159.13% | $156.16 | $402.00 |
| MTD · Mettler Toledo International | 4.32 | Reduce 0.17% | 259,505 | $1180.91 | $306,452,050 | $1124.46 | -4.78% | $1096.43 | $1525.17 |
| FTNT · Fortinet Inc. | 3.46 | Reduce 0.17% | 2,545,310 | $96.26 | $245,011,541 | $114.07 | +18.50% | $70.12 | $114.66 |
| OTIS · Otis Worldwide Corp. | 2.51 | Reduce 2.34% | 1,725,326 | $103.20 | $178,053,643 | $74.82 | -27.50% | $74.62 | $101.42 |
| TXN · Texas Instrs Inc. | 2.38 | Add 85.87% | 936,551 | $179.70 | $168,298,215 | $287.80 | +60.16% | $152.73 | $292.64 |
| NKE · Nike Inc. | 2.07 | Add 0.05% | 2,309,838 | $63.48 | $146,628,516 | $44.14 | -30.47% | $42.09 | $80.17 |
| ZTS · Zoetis Inc. | 1.68 | Add 717.45% | 721,402 | $164.65 | $118,778,839 | $82.83 | -49.69% | $81.10 | $172.23 |
| BF-A · Brown Forman Corp. | 1.37 | 2,855,440 | $33.94 | $96,913,634 | $28.36 | -16.44% | $23.01 | $35.96 | |
| INTU · Intuit | 0.41 | New | 47,292 | $613.99 | $29,036,815 | $396.31 | -35.45% | $342.11 | $813.70 |
| 31946M103 · First Ctzns Bancshares Inc. D | 0.27 | 10,369 | $1854.12 | $19,225,370 | — | — | — | — | |
| HD · Home Depot Inc. | 0.24 | Reduce 18.85% | 45,882 | $366.49 | $16,815,294 | $317.45 | -13.38% | $310.40 | $426.75 |
| WM · Waste Mgmt Inc. Del | 0.23 | Add 46.23% | 70,475 | $231.51 | $16,315,667 | $215.37 | -6.97% | $194.11 | $248.13 |
| CPNG · Coupang Inc. | 0.20 | New | 634,547 | $21.93 | $13,915,616 | $16.98 | -22.57% | $16.74 | $34.08 |
| MA · Mastercard Inc. | 0.18 | Reduce 5.56% | 23,477 | $548.12 | $12,868,213 | $495.48 | -9.60% | $480.50 | $601.77 |
| SHOP · Shopify Inc. | 0.12 | Reduce 8.27% | 88,177 | $95.48 | $8,419,140 | $110.50 | +15.74% | $99.01 | $182.19 |
| IESC · Ies Hldgs Inc. | 0.08 | 33,400 | $165.11 | $5,514,674 | $666.70 | +303.79% | $235.99 | $688.51 |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held. Price columns + 52-week range are placeholders pending v2 price-data feed.
Sector % analysis
8 sectors represented
Whales with similar holdings to Terry Smith
Ranked by number of overlapping positions in current portfolios
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★ WatchlistData from SEC EDGAR · whalstreet.com